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Teams Tips: Copilot AI Notes – Tech Tip for March 11, 2025

In this week’s Tech Tip, we discover how to supercharge your Teams meetings by using Copilot-based AI Notes combined with Loop meeting agendas to stay organized. These two powerful tools, available as Teams integrations with Copilot and Loop, can help you to run your meetings with ease. Let’s get started!

Meetings with AI Notes

Enabling AI Notes in Teams meetings can significantly enhance your meetings by providing a virtual assistant to take notes. Using this Copilot AI tool will automatically enable Copilot and generate a Loop page dedicated to your meeting agenda which can significantly help with organizing your thoughts and keeping your team on track. Easily compare your AI Notes with your Loop meeting agenda after the meeting.

First, schedule a meeting with Microsoft Teams:

  • Open ‘Microsoft Teams’ and navigate to the ‘Calendar’ tab.
  • Click ‘New Meeting’ to create a new event, and add participants, a title, time, and other meeting details.

TIP: If you want to keep everyone in the loop, even those not directly invited to the meeting, add the meeting to a relevant Teams channel. Encourage your team to add to the agenda.

Turn on AI-Powered Notes

  • In the Teams meeting, from the same Details tab, toggle ‘AI-generated notes’ to ‘On.’
    • Float over the toggle to read the description: “Group skills let Copilot join the meeting chat and handle tasks such as taking notes for everyone.”
    • Use the Loop populated Meeting Notes page that generates to add your agenda.
  • When the meeting starts: Copilot-powered AI captures key discussion points.
    • This feature works by turning on transcription and real-time speech-to-text.
      • A notice appears to let you know this feature is turned on: “AI-generated notes have been turned on.”
      • Click on the Copilot icon to brainstorm during the meeting. Only you will see your individual Copilot chat in the meeting.

TIP: To generate Copilot-powered AI Meeting notes summary, the meeting must last a minimum of five minutes or longer to populate post-meeting.

Best Practice for Effectively Generated AI Notes:

  • Review and Edit: While the AI does a good job capturing key points, it’s always helpful to review the AI and meeting notes for any inaccuracies or missed information.
  • Highlight Action Items: Make sure to mark action items or decisions clearly in the Loop Meeting Notes page provided. You can do this by adding bullet points or using checklists in the Loop component.
  • Use Templates: If your team frequently holds similar types of meetings, you can use and choose from several different Loop templates for the Meeting Agenda. This makes it quicker to organize notes in a consistent format.

Navigating Loop Menu Features

After ‘AI Notes’ are toggled to ‘On’ and the ‘Meeting Notes’ page is populated, use Loop menu and optional items to further build out the meeting agenda:

  • Blocks: Use Loop ‘Blocks’ to add emphasis using emojis, boost, comment, or move entire sections or ‘blocks’ of text (hover over Loop Page sections in left margins to view and select Loop Blocks).
  • Secondary Menu: Select the ‘+’ button to add available menu options and Loop items such as Tables, Checklists, Bulleted lists, Dates, Text styles such as Paragraph styles, Collapsible Headings, Templates and more.

TIP: Type the “/” (forward-slash) keyboard shortcut in a Loop section just as you would use the ‘+’ button to show Loop drop-down menu options.

  • Lock Page: Lock edits to your Loop meeting agenda notes to discontinue further additions after the meeting is over.
    • Click the active link at the top left of any Loop Page to go directly to loop.cloud.microsoft to use this feature.

TIP: Add more data and/or refresh your browser if ‘Lock page’ toggle feature is not yet available. The lock feature may take a few moments to begin working once toggled on.

Access the Copilot AI Summary

Let’s explore how Copilot AI-powered meeting notes will appear in the meeting’s recap:

  • Post-meeting: Navigate in Teams to Chat and scroll down to recent meetings.
  • Click on the recent meeting, in the example above “Smith Call.”
  • Select ‘View recap’ and select ‘AI summary’ from the meeting recap to view the results.
  • Select ‘Transcript’ or ‘Agenda and notes’ to review any items that you or your team added during the meeting.

Be sure to give Copilot-powered AI Notes in combination with Loop Meeting Agendas a try to enjoy seamless and collaborative experiences with your team!

Reach Out to TechWise Group

Interested in learning more about Copilot or Loop in Teams integrations and features? Reach out to TechWise Group. We’ll help you make the most of your Microsoft tools.

Important Microsoft Announcements:

  • Maximize your organization’s Security with Secure Score and MFA:
    • Get to know your Secure Score—your essential tool for proactive threat management.
    • Enabling Multi-Factor Authentication (MFA) is the best way to prevent cyberthreats.
  • Give your business a productivity boost with Microsoft Copilot:
    • Take advantage of a 15% discount on Copilot licensing now through Dec 31, 2024 (terms and conditions apply).
    • Get started with Copilot consulting services to organize and secure your data, while also training you and your team.
  • Keep your infrastructure up to date:
    • SQL Server 2014 reaches End of Support (EOS) on July 9, 2024.
    • Windows 10 reaches End of Support (EOS) on October 14, 2025.
    • Windows 11 feature update 23H2 is now available (September 2024).
    • Windows 11 version 22H2 Home and Pro editions will reach end of service (October 8, 2024) and will be required to upgrade to version 23H2 to continue receiving security updates.
    • Windows 11 Enterprise and Education editions with 22H2 will continue to be supported after October 8, 2024.
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